HFM

Hartford Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 16.92%
This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.31M
3
+$2.1M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$875K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$814K

Top Sells

1
+$6.17M
2
+$2.06M
3
+$1.03M
4
PNW icon
Pinnacle West Capital
PNW
+$934K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$815K

Sector Composition

1 Industrials 16.53%
2 Technology 15.71%
3 Healthcare 9.87%
4 Consumer Staples 8.62%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.27%
12,918
-420
102
$1.26M 0.27%
6,833
103
$1.25M 0.26%
26,678
+532
104
$1.25M 0.26%
19,100
-150
105
$1.24M 0.26%
4,381
106
$1.04M 0.22%
7,000
107
$1.02M 0.22%
16,929
108
$990K 0.21%
17,091
+237
109
$956K 0.2%
32,745
+100
110
$948K 0.2%
6,278
111
$924K 0.2%
25,735
-1,505
112
$892K 0.19%
6,000
113
$855K 0.18%
1,471
+367
114
$840K 0.18%
16,982
-244
115
$837K 0.18%
25,396
-969
116
$834K 0.18%
16,436
-16,071
117
$814K 0.17%
+13,225
118
$770K 0.16%
20,500
119
$767K 0.16%
16,302
+247
120
$749K 0.16%
3,288
121
$748K 0.16%
12,969
122
$637K 0.13%
10,408
123
$620K 0.13%
10,276
124
$614K 0.13%
6,000
125
$596K 0.13%
33,940
-1,200
3 4
5
6 7